Apple Supplier BOE is expanding their OLED Display Capacity for Apple and Chinese Smartphone Vendors
In September BOE received conditional approval from Apple for the supply of OLED panels for use in iPhone 13 models at their B11 plant. BOE is now preparing to expand their footprint with Apple and supply Chinese smartphone makers with their next-gen OLED panels that they plan to make in their third OLED B12 line.
B12 line consists of three stages: the first stage has started production. The second stage will start operations during the first half of 2022. The third stage is expected to start operations during the second half of 2022 or early-2023, according to The Elec.
The B12 line's first customer will be Oppo. Mother glasses are already being put in B12, which means panels will likely start delivery to the Chinese smartphone maker before year’s end.
Once B12 completes all three stages, the Chinese company will have an OLED production capacity of 144,000 substrates per month.
This is equal to Samsung Display’s OLED production capacity (for Gen 6) of around 140,000 substrates per month. In 2019, this was 165,000 substrates per month but the capacity was reduced as the South Korean company began applying new technologies on its panels such as low-temperature polycrystalline oxide thin-film transistors.
Morale at BOE is currently high thanks to the company being able to supply its OLED panels for Apple's iPhone 13.